Version 24.12 Updates

Contracts

1. *NEW* Cash at Dealer process has been added. See the attached video for details

Dealer Management

Dealers can now be paid as vendors (i.e. for commissions) and can be paid via multiple QuickBooks companies, if needed.

Pickups / Repos

1. Canceling a repo is now restricted to those allowed to approve repos. The toggle for approvers is found in settings
2. The amount to cancel a repo will auto-fill to the current amount due. This can be overridden by the person entering the repo.
3. In settings (Preferences, Deliveries) there is now a place to assign a default driver for repos/pickups that will auto-populate into the assigned driver field when a new pickup record is created.
   

Quotes

1. The build/contract panels on Quotes are no longer editable (only those with admin access can edit) after a quote has been approved. This resolves the issue of build notes being added after a quote has been closed. You can still view documents in these panels, but cannot make edits to them.
2. When taking payments on a quote, the payment type is now required BEFORE opening the payment card.
3. "Additional Contact" fields no longer belong to the customer. These individuals will now have their own customer records and are considered a secondary customer. If a primary customer exists on the quote, you can add a secondary customer (optional).

The add and edit customer panels are now the same, to reduce user confusion. You can click on both the Primary and Secondary customers' names to go directly to that customer record.

If the customer is "primary" there will be a star on the sales, lease, and/or quote portals in the customer record. If the customer is "secondary" there will NOT be a star.

Repairs

1. Repair records in the Request or Scheduling status are now updated when a building is sold to include the new customer's information. A notification will be sent out and that notification will include the contact information for both the original contact and the new customer's contact info.
2. If a product already has a repair, a pop-up will appear to let the user know before continuing. In the case of a dealer or driver, they will be instructed to call the main office first. If the office wants them to create a new record, they will be able to do so. If the office wants to edit the existing repair record, the administrator will need to do that for them. The image below is a sample of the message that an administrator will see when an open record already exists.

Settings

A new table in settings and product types has been created for customized Style Categories. You must create these and assign them to each existing style in Product Types ASAP. This is in preparation for website filtering, as well as another phase, where you will be able to have different sheeting types, roofing types, colors, etc by style. For now, this is just defining style groups. See the attached video for details.

Version 24.12    |    Beta Release: 07/22/2024    |    Client Release: TBD